Cynthia is the President of Portola Creek and leads the firm’s overall operations. She is a player coach and works with both clients and the portfolio management team to address their investment and wealth management needs. Cynthia has over ten years of combined experience in investment management and tax consulting/compliance services.
Cynthia comes to Portola Creek Capital from a San Francisco-based fintech company focused on sustainable investments where she was the VP Growth and Portfolio Manager. Prior to that, she was a Vice President and Wealth Manager at BNY Mellon. She was also a Portfolio Manager for over five years at Atherton Lane Advisers (a RIA acquired by BNY Mellon in 2016). Prior to joining Atherton Lane Advisers, Cynthia spent over four years in the transfer pricing and investment management groups at PricewaterhouseCoopers LLP. Cynthia began her tax career at Rothstein Kass.
Cynthia holds a MS in taxation from Golden Gate University and a BA in Economics and International Relations from the University of Southern California. Cynthia is also a Certified Public Accountant (CPA).
Cynthia’s community activities include The Junior League of Palo Alto-Mid-Peninsula, and she is a member of the California Society of CPAs.